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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,001 | $81,487-86.5% | $102,412-89.3% | $80,935-86.4% |
| Participation rate | 5.1% | 66.8%-61.7pp | 74.5%-69.4pp | 67.7%-62.5pp |
| Annual return | 14.40% | 25.60%-11.2pp | 24.94%-10.5pp | 35.66%-21.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $277 | $3,871-92.9% | $5,060-94.5% | $4,299-93.6% |
| Admin fee / account holder | $36 | $6,717-99.5% | $8,388-99.6% | $6,924-99.5% |